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Investment
Wealth Management

Wealth Management service

Introduction

Taiwan Business Bank, based on its operational experience as a local bank, has not only become your "helper in business", but in future really wants to become your "financial planning savior".


"Private Clients" refers to offering the following financial products to high net-worth individuals: NTD and foreign currency deposits, domestic and foreign funds, insurance, structured notes, structured products denominated in NTD and foreign currencies, trusts, and tax planning.


Each business area of the Bank is staffed with financial planning professionals who, adopting a one-on-one approach, are always ready to offer each of our VIP clients a multi-faceted wealth management service utilizing a wide array of financial products.


Through our financial planning professionals in combination with a highly efficient wealth management system, our Bank will monitor your investment portfolio on a regular basis, and make timely adjustments in response to market movements. By using shot, medium and long term planning to reach your goals, we will ensure the continued growth of your wealth.